Jason Shaw (CRD# 4171619) is an Investment Advisor Representative working at Bsc Capital Partners, LLC in West Des Moines, IA and has over 23 years of experience in the finance industry.
CRD# 6104973
Black Mammoth LLC
CRD# 6935071
Thrivent Investment Management Inc.
CRD# 4343046
Osaic Wealth, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bsc Capital Partners, LLC | West Des Moines, IA | Sep 2016 - Current | 7 |
| Boelman Shaw And Co | West Des Moines, IA | Aug 2013 - Current | 10 |
| Rda Financial Network, Inc. | North Liberty, IA | Feb 2012 - Current | 12 |
| Bsc Capital Partners | West Des Moines, IA | May 2007 - Current | 17 |
| United Planners Financial Services | Scottsdale, AZ | Jul 2016 - Nov 2016 | < 1 |
| Cambridge Investment Research Inc. | Fairfield, IA | Feb 2012 - Jul 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2000 |
- IA
-
Total Assets Under Management98MILLIONS
-
Total Number of Accounts652ACCOUNTS
-
Average Account Value$150,871
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
IA, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.